Winmark Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:WINA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
04 Mar 26	SellUS$1,855,620	Jenele Grassle	Individual	3,900	US$475.80
03 Mar 26	SellUS$764,463	Percy Tomlinson	Individual	1,660	US$460.52
17 Sep 25	SellUS$430,274	Lawrence Barbetta	Individual	852	US$505.33
13 Aug 25	BuyUS$102,693	Gina De Caro Sprenger	Individual	250	US$410.77
30 May 25	SellUS$1,703,805	Anthony Ishaug	Individual	4,000	US$428.14
16 May 25	SellUS$685,168	Jenele Grassle	Individual	1,600	US$428.23
06 May 25	SellUS$586,712	Anthony Ishaug	Individual	1,600	US$368.14

Insider Trading Volume

Insider Buying: WINA insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of WINA?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	208,155	5.39%
Individual Insiders	601,188	15.6%
Institutions	3,049,980	79%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 86.15% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
12.1%	BlackRock, Inc.	432,141	US$185.8m	63.3%	no data
11.1%	Ronald Olson	396,908	US$170.7m	0%	no data
8.2%	Neuberger Berman Investment Advisers LLC	292,837	US$125.9m	-5.71%	0.1%
5.83%	Renaissance Technologies LLC	208,155	US$89.5m	-3.14%	0.14%
5.23%	The Vanguard Group, Inc.	186,832	US$80.3m	3.45%	no data
4.87%	AltraVue Capital, LLC	174,073	US$74.9m	-0.14%	5.81%
4.26%	First Trust Advisors LP	152,018	US$65.4m	56%	0.04%
3.21%	Brett Heffes	114,738	US$49.3m	0%	no data
2.93%	Fisher Asset Management, LLC	104,687	US$45.0m	-4.33%	0.02%
2.75%	Port Capital LLC	98,188	US$42.2m	0.07%	1.81%
2.7%	Jacobs Levy Equity Management Inc	96,314	US$41.4m	18.3%	0.17%
2.35%	State Street Global Advisors, Inc.	83,822	US$36.0m	11.1%	no data
2.34%	Nine Ten Capital Management, LLC	83,671	US$36.0m	-0.27%	12.25%
2.2%	Geode Capital Management, LLC	78,627	US$33.8m	1.78%	no data
2.19%	AllianceBernstein L.P.	78,123	US$33.6m	-1.14%	0.01%
1.98%	Dimensional Fund Advisors LP	70,608	US$30.4m	-7.46%	no data
1.86%	Anthony Ishaug	66,483	US$28.6m	4.73%	no data
1.85%	Copeland Capital Management, LLC	66,135	US$28.4m	-4.98%	0.62%
1.54%	The Goldman Sachs Group, Inc.	55,017	US$23.7m	231%	0.01%
1.45%	William Blair Investment Management, LLC	51,781	US$22.3m	-26.7%	0.03%
1.22%	Rockefeller & Co. LLC	43,675	US$18.8m	0%	0.04%
1.16%	Bessemer Investment Management LLC	41,298	US$17.8m	21.7%	0.02%
1.03%	Numeric Investors LLC	36,699	US$15.8m	24.2%	0.04%
0.95%	Northern Trust Global Investments	33,805	US$14.5m	-5.98%	no data
0.85%	Select Equity Group, L.P.	30,355	US$13.1m	-3.4%	0.06%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/03/08 00:56
End of Day Share Price	2026/03/06 00:00
Earnings	2025/12/27
Annual Earnings	2025/12/27

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Winmark Corporation is covered by 1 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Thomas Forte	Maxim Group